Money Tree Consulting, Inc.

Planting The Seeds For A Secure Future

Retirement

Guaranteed retirement income in a tax-free bracket. No matter your age, profession, financial status, it is never too early to start planning for your and your family’s future.

Annuities

You can have a tax-deferred annuity that you can use to grow or protect your retirement savings or provide you with guaranteed income.

Medicare

We make it simple and easy, and ensure that your doctors and Rx’s are in network and covered and that you have a plan that is best suited for you.

Life Insurance

Enjoy the peace of mind you get from having coverage for you and your family, with plans from top rated carriers and a vast variety of options.

Blueprint to Retirement

If you are over the age of 55 you will want to continue reading.

In between October 2007 and March 2009, the DOW lost over 54% of its value. It took over 5.5 years to recover those loses. Historically there is a market downturn every 5 to 7 years, so just when you get back to even, you’re already looking at another potential downturn. No TV guru can tell when that will happen. Everyone is just guessing.

I decided I would discover a strategy to stop worrying about when to buy or sell, because when the market goes up your money grows and when the market crashes you do not lose a dime. When it bounces back your money grows again without having to make up for the loses. Now we can take the gambling out of retirement and replace it with a peace of mind

Take the Retirement Readiness Quiz

If you are thinking about and planning for retirement, then you are already taking a step in the right direction. However, there are many factors to consider and this quiz will provide a current and realistic summary of where you are versus where you want to be in terms of retirement readiness.

Money Tree Consulting Inc,

Providing Financial Security and Growth Options

Life is not ‘One Size Fits All’

…and neither are retirement, annuity, Medicare, or life insurance options. Regardless of your age, financial status, life stage, etc., we provide you with a wide variety of options and products that address you and your family’s needs. And as those needs and wants change over time, we will adjust as well. We treat our clients like family and we will not recommend something that we would not use ourselves. You deserve to have someone on YOUR side, who has YOUR best interest at heart, and who looks deeper into what you and your family need and want now and in the future. You have that with us. Welcome to the family.

About Us

We are not your average power couple.

We pride ourselves on how we treat our clients like family and we both share the same selfless approach of doing right by people, and everything turns out well for everyone. Both born and raised in the north, Sheri – Michigan, Andy – New York. Andy moved to Florida as a child and attended the University of South Florida.

He has been in this business for over a decade and he takes every opportunity to learn about new products and opportunities that our clients may benefit from. He continuously goes well above and beyond the call of duty, and makes sure that our clients are helped immediately and completely. Sheri moved to Florida to attend the University of Miami for undergraduate and graduate school. Two weeks after moving to the Tampa area, we met, fell in love, and the rest is history. Now we are married and have two amazing children: Dominic born in 2015 and Logan born in 2020.

They have the sweetest relationship and they love playing together and Dominic is the best big brother of all time. Sheri has always rescued animals, loves sports, and loves her boys.

Both of us have our positive attributes, but when combined everything falls into place and we use those strengths to help others.